Swedbank V100 Index Pension Fund (exit restricted)
An affordable and good opportunity for saving in the third pillar via index funds and other index instruments.
The fund provides a great opportunity for saving money for retirement, as restrictions have been set on the earlier withdrawal of the money. Also, the fund units cannot be switched to a voluntary funded pension contract before the age of 55*. This is a restricted exit pension fund, the units of which can be sold from the age of 55 and switching the units of this fund to another pension fund is only possible if at least the same conditions apply to the latter. For example, the units of V100 cannot be switched to the units of V1, V2 or V3 funds.
Registration date: 14.02.2019
Issue fee: 0%
Redemption fee: 0%
Management fee: 0,29%
Total expense ratio (2019): 0,90%
Pertti Rahnel Portfolio manager, Stockholm Chartered Financial Analyst (CFA). In Swedbank Robur since 2011. Has experience in various investment area related positions at Swedbank Group since 2005. Responsible for tracking global indexes.
Fund manager – Swedbank Investeerimisfondid AS
Name: Swedbank Investeerimisfondid AS
Registration number: 10194399
Registration date: 30.04.1997
Paid up capital: 3 004 800 EUR
Auditor: AS PricewaterhouseCoopers
Depository: Swedbank AS
Owners: 100% - Swedbank Robur AB
Chairman of the Management Board
Employed at Swedbank Investeerimisfondid AS since 2014.
Earlier employment: various positions within the Swedbank Group, in Bank of Estonia and in the Estonian Ministry of Finance. Has worked with Swedbank pension funds in the past, in Hansa Investment Funds from 2005 to 2009 and in Swedbank Robur in Sweden from 2009 to 2010. Has a degree in economics from the Tallinn University of Technology as well as a MSC in Economics from University of Exeter in England. Work experience in the financial sector since 1998.
Member of the Management Board, Chief Compliance Officer
Employed at Swedbank Investeerimisfondid AS since 2010.
Previous employment: Investment Services Compliance Controller at Swedbank AS and lawyer at Law Office Tark & Co. Master's level degree in International Business Law from the University of Central Europe. Work experience in the financial sector since 2007.